Skip to main content

Nonprofit · EIN 27-0771531

SACRED HEART AT MONASTERY LAKE INC

Tax-exempt · FRANKLIN, WI 53132

Financials

$2.2M$2.6M2021$2.3M$2.6M2023$2.4M$2.7M2024$2.5M$2.8M2025
Revenue Expenses · by fiscal year end
Financials of SACRED HEART AT MONASTERY LAKE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,480,207$2,831,879-$351,672$9,719,671$2,303,605$7,416,066
December 31, 2024990$2,407,857$2,732,444-$324,587$10,279,414$2,518,366$7,761,048
December 31, 2023990$2,323,511$2,610,439-$286,928$10,837,178$2,720,126$8,117,052
December 31, 2021990$2,187,578$2,596,310-$408,732$11,936,985$3,125,881$8,811,104
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,470,771
Investment income
$9,436
Other revenue
$0

Expenses

Grants and similar amounts paid
$750,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Occupancy
$435,154
Travel
$325
Depreciation
$642,685
Program services (functional)
$2,802,578
Management and general (functional)
$29,301

Balance sheet and other

Total assets, start of year
$10,279,414
Total assets, end of year
$9,719,671
Total liabilities, end of year
$2,303,605
Net assets, end of year
$7,416,066
Land, buildings and equipment
$9,150,825
Gross receipts
$2,480,207
Employees
0
Year formed
2009
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FR VIEN NGUYENPRESIDENT
Trustee or director, Officer
2$0
BR DUANE LEMKE SCJVICE PRESIDE
Trustee or director, Officer
2$0
DN DAVID NAGEL SCJTREASURER
Trustee or director, Officer
2$0
BR FRANK PRESTO SCJSECRETARY
Trustee or director, Officer
2$0
990 for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
FR VIEN NGUYENPRESIDENT
Trustee or director, Officer
–$0
BR DUANE LEMKE SCJVICE PRESIDE
Trustee or director, Officer
–$0
DN DAVID NAGEL SCJTREASURER
Trustee or director, Officer
–$0
BR FRANK PRESTO SCJSECRETARY
Trustee or director, Officer
–$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FR VIEN NGUYENPRESIDENT
Trustee or director, Officer
–$0
BR DUANE LEMKE SCJVICE PRESIDE
Trustee or director, Officer
–$0
DN DAVID NAGEL SCJTREASURER
Trustee or director, Officer
–$0
BR FRANK PRESTO SCJSECRETARY
Trustee or director, Officer
–$0
990 for the year ended December 31, 2021: 5 people
NameTitleHours / weekCompensation
V REV EDWARD KILLIANSKIPRESIDENT
Trustee or director, Officer
–$0
FR VIEN NGUYENPROVINCIAL S
Trustee or director, Officer
–$0
FR QUANG NGUYENVICE PRESIDE
Trustee or director, Officer
–$0
BR FRANK PRESTO SCJSECRETARY
Trustee or director, Officer
–$0
DN DAVID NAGEL SCJTREASURER
Trustee or director, Officer
–$0

Address and contacts

Address (IRS master file)
7330 AND 7350 SOUTH LOVERS LANE RD, FRANKLIN, WI 53132-0000
Principal officer (990 for 2025)
FR VIEN NGUYEN, 7373 SOUTH LOVERS LANE ROAD, FRANKLIN, WI 53132
Signed the 990
DN DAVID NAGEL SCJ, TREASURER
Phone
(414) 276-3400
Return prepared by
LICHTSINN & HAENSEL SC

Mission

PROVIDES HOUSING FOR CURRENT AND RETIRED MEMBERS OF PRIESTS OF THE SACRED HEART, A ROMAN CATHOLIC RELIGIOUS ORDER. ALSO PROVIDES HOUSING (SOME SUBSIDIZED) FOR SENIOR (AGE 55+) MEMBERS OF THE COMMUNITY.

990 for the year ended December 31, 2025

Program accomplishments

  • SACRED HEART AT MONASTERY LAKE IS A RESIDENCE FOR RETIRED AND CURRENT MEMBERS OF THE PRIESTS OF THE SACRED HEART, A ROMAN CATHOLIC RELIGIOUS ORDER. THERE ARE ALSO SENIOR RESIDENTIAL UNITS FOR MEMBERS OF THE COMMUNITY.
    Expenses $750,000 · grants $750,000
  • Expenses $2,052,578

What it must file and when

IRS records say it files Not required (church). Churches are not required to file. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-0771531
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Church
Exempt since
1946
Accounting year ends
December
Files
Not required (church)
Assets (IRS master file)
$9,719,671
Income (IRS master file)
$2,480,207

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,480,207$2,831,879$9,719,671XML
990December 2024$2,407,857$2,732,444$10,279,414IRS
990December 2023$2,323,511$2,610,439$10,837,178XML
990December 2022$2,253,693$2,624,595$11,323,959IRS
990December 2021$2,187,578$2,596,310$11,936,985XML
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0771531).

Questions about SACRED HEART AT MONASTERY LAKE INC

What is the EIN of SACRED HEART AT MONASTERY LAKE INC?
The employer identification number (EIN) of SACRED HEART AT MONASTERY LAKE INC is 27-0771531.
Is SACRED HEART AT MONASTERY LAKE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Which annual return does SACRED HEART AT MONASTERY LAKE INC file?
Form Not required (church). Churches are not required to file.
When is the next return of SACRED HEART AT MONASTERY LAKE INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SACRED HEART AT MONASTERY LAKE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SACRED HEART AT MONASTERY LAKE INC?
The 990 for the year ended December 31, 2025 names FR VIEN NGUYEN.
Who are the officers and directors of SACRED HEART AT MONASTERY LAKE INC?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SACRED HEART AT MONASTERY LAKE INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,480,207, expenses of $2,831,879 and total assets of $9,719,671 at year end.

Other nonprofits in FRANKLIN

All nonprofits in FRANKLIN · Wisconsin